港股異動 | 頤海國際(1579.HK)半日跌7.89% 遭多家大行唱空
格隆匯9月13日丨頤海國際(1579.HK)今日平開低走,半日收跌7.89%,報43.2港元,暫成交6130萬港元,最新市值452億港元。瑞銀最新發研報指,頤海國際為本地領先的綜合調味品品牌及海底撈的調味品主要供應商,因應海底撈的品牌效應,公司在2015至2020年收入年複合增長率達45%,主因渠道擴張和新產品類別增加帶動。該行預期,未來5年的銷售將會放慢,因競爭加劇,而其自有品牌正處於初期增長階段,及海底撈開新店步伐減速,公司邊際利潤亦因推廣和折扣料將見下降,預期券商將下調公司的盈利預期及估值,首予評級“沽售”,目標價41.3港元。花旗亦指,由於公司毛利率受壓、第三方銷售及關聯方銷售較預期弱,故將2021至2023年核心盈利預估下調13%至22%,目標價由43.7港元下調至32.9港元,維持沽售評級。

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